Embark Investor Confidence Barometer 2

Welcome to the home of the Embark Investor Confidence Barometer – our twice-annual survey of investor confidence, and the ONLY place advisers can compare and contrast the views of both advised and unadvised consumers (as well as their peers) on a range of issues.

Key findings: OCTOBER 2021

  • Are women put off seeking financial advice?
  • Female investors confident on retirement, bullish on markets
  • How market views are shaping portfolio decisions
  • Advisers open up on clients’ retirement prospects
  • The impact of ‘long economic Covid’ on clients’ ambitions
  • Why the value of advice continues to shine for investors
  • Ahead of COP26, a surprising investor trend in ESG importance
  • Why investors’ eco-anxiety presents an opportunity
  • Do advisers agree with ESG returns claims?
  • How clients really feel about robo-advice
  • Advisers on the impact of technology on client service
  • How can Open Finance be used in advice?

More about the Embark Investor Confidence Barometer

Our goal is to make the Embark Investor Confidence Barometer as digestible and practical as possible for our adviser readers. In this blog we share some tips on how firms can use our insights.

Meet our contributors

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Scott Sinclair,
Former Content Strategy,
Embark Group

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Phil Bungey,
Former Chief Executive Officer,
Advance by Embark

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Toby Larkman,
Former Chief Commercial Officer,
Embark Platform

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Sara Wilson,
Former Head of Platform Proposition,
Embark Group

Get in touch

If you have any questions or wish to find out more about the Embark Investor Confidence Barometer, please contact us here.

Download the full guide

Looking to download the full Embark Investor Confidence Barometer? Simply fill out this form and download the guide.

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Missed the last Investor Confidence Barometer?

Catch up on the findings from our inaugural Barometer in February 2021, which revealed what investor behaviour during the Covid-19 pandemic tells us about the value of advice, among many other insights.